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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$15.5B
2
BlackRock
2
BlackRock
New York
$36.9B
3
Bank of America
3
Bank of America
North Carolina
$6.5B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$5.95B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$42.6B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$23.9B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$23.1M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$751M
4
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$4.17B
5
VH
5
ValueAct Holdings
California
$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
2451
Thomas J. Herzfeld Advisors
Florida
$61K -$1.12K -15 -2%
IDBONY
2452
Israel Discount Bank of New York
New York
$60K – – –
HIM
2453
Hillsdale Investment Management
Ontario, Canada
$59K -$310K -4,200 -84%
CJA
2454
C-J Advisory
California
$53K – – –
GWA
2455
Guidant Wealth Advisors
Illinois
$51K – – –
BC
2456
Barnett & Company
Tennessee
$48K – – –
IF
2457
Ironwood Financial
Arizona
$47K – – –
FA
2458
Financial Advantage
Maryland
$45K +$45K +600 New
MCC
2459
Malaga Cove Capital
California
$39K +$39K +529 New
FFW
2460
Fusion Family Wealth
New York
$36K -$189K -2,560 -84%
WCM
2461
Wealthcare Capital Management
Virginia
$35K -$5.57K -75 -14%
OHS
2462
Odey Holdings (Switzerland)
Switzerland
$35K – – –
DPA
2463
Delphi Private Advisors
California
$31K – – –
SH
2464
SeaTown Holdings
Singapore
$27.8K +$1.49K +20,000 +6%
CCMW
2465
Cypress Capital Management (Wyoming)
Wyoming
$24K – – –
SC
2466
SouthState Corp
Florida
$19.8K -$228 -3,059 -1%
CIM
2467
Contravisory Investment Management
Massachusetts
$17K +$17K +230 New
AWA
2468
Artemis Wealth Advisors
New York
$16.5K – – –
QT
2469
Quantbot Technologies
New York
$14K +$14K +196 New
AWMS
2470
Advocacy Wealth Management Services
Georgia
$12K – – –
OAJ
2471
Ogorek Anthony Joseph
New York
$11K +$71 +1 +0.7%
ABFS
2472
Appropriate Balance Financial Services
Washington
$10.8K +$2.15K +160 +25%
CT
2473
Chicago Trust
Illinois
$5.87K -$557 -7,481 -9%
PWPCM
2474
Perella Weinberg Partners Capital Management
New York
$5.12K +$2.41K +32,299 +89%
WPC
2475
White Pine Capital
Minnesota
$4.03K -$58 -775 -1%
97 98
99
100 101